INTELLICAPITAL ADVISORS LLC
INTELLICAPITAL ADVISORS LLC of PONTE VEDRA, FL is an SEC-registered investment adviser (CRD 316908). Regulatory assets under management: $118.9M.
Registration
- CRD: 316908
- SEC file number: 801-135277
- Type: Registered investment adviser
- Location: 4210 VALLEY RIDGE BLVD #130, 141, 142, PONTE VEDRA, FL, 32081
- Phone: 866-438-1958
- Latest filing: 2026-07-22
- Regulatory AUM: $118.9M
- Discretionary AUM: $113.3M
- Non-discretionary AUM: $5.6M
- Clients: 3
- Accounts: 451
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Michael Patrick Mcalpin | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Robert Joseph Fremont | MANAGING PARTNER | — |
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